Jeffrey M Patten

CRD 5481482 · Edward Jones · St. Louis, MO

IA RegisteredBroker

Also appears in the source record as: Jeffrey Matthew Patten; Jeff M Patten; Jeff Patten

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 7TOSIESeries 6Series 65Series 63
Registered states (1): Florida
Years in the industry (source record): 13
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Edward Jones
Firm CRD: 250
SEC number: 801-3297
Assets under management: $1.0T as of Jun 29, 2026
Website: www.twitter.com/EDWARDJONES ↗
Phone: 314-515-2000
Firm location: St. Louis, MO, 63131

Employment history (9)

From the source registration record · current first

Edward JonesCurrent
Parrish, FL · IA capacity

start not retrieved → present
Edward JonesCurrent
St. Louis, MO · BC capacity

start not retrieved → present
Oxford Wealth Group, LLC
Orlando, FL · IA capacity

Jun 23, 2025 → Jan 12, 2026
Walser Wealth Management Company, A Limited Liability Company
Tampa, FL · IA capacity

Sep 6, 2024 → Apr 2, 2025
Truist Advisory Services, Inc.
Bradenton, FL · IA capacity

Feb 26, 2020 → Aug 16, 2024
Truist Investment Services, Inc.
Bradenton, FL · BC capacity

Feb 28, 2019 → Aug 16, 2024
Bmo Harris Financial Advisors, Inc.
Bartlett, IL · BC capacity

May 1, 2017 → Jan 9, 2019
Pnc Investments
Downers Grove, IL · BC capacity

Jul 18, 2011 → Sep 27, 2012
Chase Investment Services Corp.
Fox River Grove, IL · BC capacity

Feb 21, 2008 → Jul 8, 2011

Source & corrections

Where this page comes from

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